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Salary
$70k – $90k per year
Location
Remote (United Kingdom, CT hours)
Seniority
Middle · 4+ years exp
Employment
Full-Time

Confirmed on the employer's own hiring board on Oct 21, 2026. First seen by Alion on Oct 10, 2026.

Overview
Company
Impact
Profile match
Lively administers health savings accounts and other consumer benefit accounts for employers and individuals. It built a modern interface over an area still dominated by paper forms and legacy custodians, with investing options and no hidden account fees. Employers, brokers and banks use it to offer HSAs, FSAs and commuter benefits.

Join Lively, a rapidly growing company focused on providing exceptional customer experiences. As a Customer Success Manager, you will be the primary point of contact for a portfolio of employer customers, advocating for their needs and helping them leverage modern tools to optimize their benefit administration processes. You will also be responsible for onboarding new customers, building relationships with third-party vendors, and providing ongoing support. This role requires strong project management and organizational skills, as well as experience in customer success or account management.

Missions

  • Gérer un portefeuille de clients employeurs de Lively, en fournissant un service consultatif de haute qualité pour augmenter la fidélité et la valeur des clients.
  • Servir de point de contact principal pour tous les besoins des comptes clients, en plaidant pour l'utilisation d'outils modernes, y compris des solutions alimentées par l'IA.
  • Faciliter l'intégration et la mise en œuvre de nouveaux clients employeurs, en assurant une transition fluide de l'inscription au financement des comptes.

Profil recherché

- We are looking for an experienced, tech-forward Customer Success Manager Central Time Zone preferred to join our quickly growing team!

- Exceptional attention to detail

- 4+ years of experience in a customer success, implementation, account management, or similar role

- Support high customer volume during our busy Open Enrollment season, roughly October through the end of February each year

- Strong project management, organizational, and interpersonal skills

- Proficient in Microsoft Office and Salesforce

- Excellent verbal and written communication skills

- Experience with upselling and cross selling products to existing customers, as well as hitting revenue-generating goals

- Experience delivering an exceptional level of customer support to B2B customers

- Comfortable working with a high level of adaptability and flexibility in a fast-paced, sometimes unstructured environment

- Tech-savvy and AI-curious experimental mindset with the ability to adopt and advocate for new technologies and systems while focusing on efficiencies

- Demonstrated experience using AI tools and automation platforms to improve customer experience, streamline workflows, and drive efficiency

- We encourage you to apply even if you do not meet all of the qualifications, but feel you would be a good fit for the position

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